- Truist (Atlanta, GA)
- …divided between: * Serving as an investment thought leader; * A high-level client service contact; * A cultivator of developing relationships; and * A leader ... in new business process and presentations; * Management and oversight of complex investment portfolios and Face to face client interaction to strengthen… more
- Truist (Atlanta, GA)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement… more
- CBRE (Atlanta, GA)
- Customer Service Representative Job ID 230213 Posted 30-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Customer Service ... of a global leader in commercial real estate and investment services that help businesses and people thrive. We...training, and experience. The minimum salary for the Customer Service Representative position is $17.00 per hour… more
- CBRE (Atlanta, GA)
- Client Success Manager Job ID 227274 Posted 02-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management Location(s) ... for consistent service delivery. + Supports and monitors compliance with client requirements and CBRE Global Standards + Builds and maintains strong client… more
- CBRE (Atlanta, GA)
- Client Consulting Director/Sector Account Lead Job ID 229798 Posted 21-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting, ... US - United States of America **About The Role:** As a CBRE Client Consulting Director/Sector Account Lead, you will lead consulting services to several high-profile… more
- CBRE (Atlanta, GA)
- Client Services Specialist Job ID 224222 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, Sales ... database, assist with any database (Salesforce) management when necessary + Plan client events (lunches, dinners, closing events) + Reserve meeting rooms/order … more
- Truist (Atlanta, GA)
- …and support pro-active initiatives. + Assist FA Teams with constructing and generation of client investment proposals + Assist FA Teams with investment ... platform system navigation. + Be able to recommend appropriate investment options for specific client needs as...service with investments in innovation to create transformational client experiences. We believe the unique blend of human… more
- Truist (Norcross, GA)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Truist (Atlanta, GA)
- …working with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment , trust and fiduciary services, and insurance services) in...services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing… more
- City National Bank (Atlanta, GA)
- …and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and ... management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within… more
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